1s zup 2.5 upload to accounting 3.0. Publications. Cash transaction transfer mode

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To set up data exchange between NKO 5 and ZUP 2.5 you need to:

1.1. On the “Salary and Personnel” tab - “Salary Settings”, select the option of accounting for payroll calculations and personnel records “in an external program”:

1.2. Start processing “Uploading to Salaries and Personnel Management,” ed. 2.5"(menu item Salaries and personnel -> Data exchange with ZUP -> Upload to ZUP rev.2.5):

In processing:

in field "Data File" indicates the name of the file into which the data will be uploaded;

checkboxes are checked opposite the objects that need to be unloaded

via button "Upload data" The data is uploaded to the specified file, which should then be loaded into ZUP 2.5.

In ZUP 2.5:
2.1. start processing "Universal Data Exchange"(menu Tools -> Data exchange -> Universal data exchange):

2.2. in processing go to the bookmark and to the field "File name to upload"

2.3. Click the button to load data from the specified file into ZUP 2.5.

After loading the data in the chart of accounts, an additional subaccount “Sources of Financing” is automatically added to the accounting accounts.
3.3. by button "Run" The data is uploaded to the specified file, which should then be loaded into NPO 5.

To load data from ZUP 2.5 into NKO 5 you must:

4.1. In NPO 5, start processing “Loading salary data in ZUP format, ed. 2.5"(menu Salaries and personnel -> Data exchange with ZUP -> Loading from ZUP rev. 2.5"):

4.2. in field "Data File" indicate the name of the file from which the data will be loaded (the file from the previous paragraph);

4.3. Click the button to load data from the specified file.

In ZUP 2.5, based on the document “Payroll”, a document “Reflection of wages in regulatory accounting” is created, which is transferred to NPO 5 as the document “Salary (ZUP 2.5, ZiK 7.7)”

The document “Salaries payable to organizations” is also transferred from the salary program to NPO 5 as the document “Salary Payment Statement”.

If the exchange NCO 4.4 - ZUP 2.5 was previously used, then when loading data into NCO 5.0, errors may occur due to duplicate numbers in the "Cost Items" directory; if such errors appear, it is necessary to bring the item numbers in the "Cost Items" directory in the ZUP in accordance with numbers of articles in NPO 5.0, or assign new unique numbers to these articles.

I. What needs to be done in 1C: Accounting 8,” ed. 3

We will describe the sequence of actions for the Taxi interface.

1. Menu item “Main” - “Accounting parameters”. Open the “Salaries and Personnel” tab and indicate that salary calculation and personnel records are maintained in an external program.

We indicate how we want to perform the unloading - for each employee or collectively.

2. Menu item “Salaries and personnel” - “Salary accounting settings”. Check the “Use ZUP ed. exchange format” checkbox. 2.5".

3. Unload from “1C: Accounting 8”, ed. 3. in “1C: Salary and Human Resources Management”, edition 2.5 chart of accounts and necessary analytics.

To do this, go to the menu item “Salaries and Personnel” - “Upload to “Salaries and Personnel Management”, ed. 2.5

If accounting in “1C: Salary and HR Management” is not yet maintained, then enable the item “Information for uploading to a new information base.” In this case, information about the organization, accounting policies, individuals, etc. will be downloaded.

It is recommended to do the initial unloading only once. If accounting in “1C: Salary and Human Resources Management” is already maintained, then before uploading we check the identity of the name of the organization, INN and KPP in the programs “1C: Salary and Human Resources Management”, ed. 2.5 and “1C: Accounting 8”, ed. 3.

During further work with programs, if the analytics (or chart of accounts) in “1C: Accounting 8”, ed. 3, then we will have to make an additional upload of this analytics into “1C: Salary and HR Management”. In this case, we only select the checkboxes for the “Accounting Objects” section (or, accordingly, upload only the modified chart of accounts and subaccount types).

In the example, the upload is carried out to the file we specified.

II. What needs to be done in “1C: Salaries and HR Management”, ed. 2.5

Setting up the exchange in “1C: Salary and HR Management”, ed. 2.5

1. Menu item “Service” - “Program Settings”. Opens the “Accounting Program” tab and indicate that the accounting program used is “Enterprise Accounting”, edition 3.0.

2. We set the mode we need for uploading transactions - with detail by employee or summary.

3. Load the previously downloaded data from “1C: Accounting 8”, ed. 3. To do this, go to the menu item “Service” - “Data exchange” - “Universal data exchange”. Go to the “Data Loading” tab, indicate the file into which the data was downloaded from “1C: Accounting 8”, ed. 3 and click “Load data”.

4. Now we have all the information to set up postings in “1C: Salary and Personnel Management”, ed. 2.5. Open “Payroll calculation by organizations” - “Salary accounting” - “Methods of reflecting salaries in regulated accounting”. We indicate the correspondence of invoices with analytics.

If the entire salary of employees is allocated to one account, then the posting can be linked to the organization; if the salary of different departments is allocated to different accounts, then we link different postings to the departments, etc. The point is that all accruals and deductions that are applied in the organization must be reflected in the postings. After calculating wages and taxes, we create and post the document “Reflection of wages in regulated accounting.” It creates wires. We make a report “Salary summary” and a report “Reflection of salaries in regulated accounting”. We check whether all accruals and deductions are reflected in the postings. If everything is fine, then we proceed to uploading the transactions into “1C: Accounting 8”, edition 3.

5. To do this, go to the menu item “Service” - “Data exchange” - “Uploading data into an accounting program”:

We upload the transactions to the file we specified.

III. The final stage is loading transactions into 1C: Accounting 8, ed. 3

6. Go to the menu item “Salaries and Personnel” - “Loading data in ZUP format, ed. 2.5”, indicate the path to the file for uploading transactions from “1C: Salaries and Personnel Management”, ed. 2.5 and click the “Load data” button.

After loading, documents will be generated in the “Salaries and Personnel” menu item

“Salary (ZUP 2.5, ZIK 7.7)
“Salary payment slip.”

To reflect the fact of payment of wages, it is necessary to generate a document “Cash expenditure order” with the type of operation “Payment of wages according to statements” or “Payment of wages to an employee” with reference to the transferred statements for payment of wages.

For a payroll manager, it is more convenient to use the “Salaries and Personnel Management 2.5” configuration rather than the “Enterprise Accounting 2.0” configuration. In accounting, you can keep records for several employees, but when the organization is large, certain difficulties arise. We will not consider them in this article. I will tell you how to download data from the “Salaries and HR Management 2.5” configuration into the “Enterprise Accounting 2.0” configuration.

We launch 1C and go to your ZUP 2.5 configuration. Select the item Upload data to an accounting program from the menu Tools => Data exchange.

First of all, you need to make sure that your accounting program matches the one specified in the upload processing. In my case, the upload is designed for the 1C Enterprise Accounting 1.6 program. We are not happy with this. Click on the inscription.

In the program settings window that appears, click the button to select the program to download:

Select the program we need:

Click "Apply" and close the window.

We see that now we will upload data to the "Enterprise Accounting 2.0" configuration:

Select a data file. You indicate any one that does not even exist; it is created during unloading. After uploading it to the accounting department, it can be deleted.

Select the objects that will be uploaded to the accounting program and click “Run”.

After the upload is completed, the result of the upload will be displayed in the service message window. The file we need appears in the specified directory. Close the ZUP and start the power supply. It is recommended to make a backup copy of the BP infobase before downloading data. Select the item "Universal data exchange in XML format" from the menu Tools => Other data exchanges

In the “Universal data exchange in XML format” processing window, select the “Data loading” section. There we indicate the name of the file to download from the salary. We can view detailed information about the upload file using the “More details about the exchange file” button. Click "Load data".

We see a message about the completion of data loading.

You can begin checking the downloaded information and its subsequent use.

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Setting up the exchange of 1C ZUP and BP. Uploading and loading data from 1C Salary and HR Management 2.5 to Enterprise Accounting 3.0

Setting up data exchange in the 1C program between the “Salaries and HR Management” and “Enterprise Accounting” configurations does not take much time, especially if you are a 1C specialist. Let's look at data exchange using the example of the Salary and Personnel Management version 2.5 and Enterprise Accounting version 3.0 configurations.

In the Salary and Personnel Management 2.5 program, open the program settings through the Service / Program Settings menu and go to the Accounting Program tab and select Enterprise Accounting edition 3.0 (Figure 1).

Figure 1. – Setting up uploading in 1C

To upload data from “salary” to “accounting”, let’s go to Service / Data exchange / Uploading data to accounting program. In the window that opens, select an organization, indicate the period for uploading data and the path to the file where the data from the infobase will be written. Then click “Run” (Figure 2).

Figure 2. – Uploading data from 1C

After the data from the “salary” has been downloaded, we will load it into the “accounting” department. In the 1C Accounting 3.0 program, on the Directories and accounting settings tab, open the Accounting Parameters Settings window. There, in the Employees and Salary section, we indicate that payroll and personnel records are kept in an external program (Figure 3).

Figure 3. – Setting up accounting parameters in Accounting 3.0

Now let's go to the Employees and salary tab and in the Data exchange with ZUP section, click Loading salary data in ZUP format, ed. 2.5 (Figure 4).

Figure 4. – Data exchange with ZUP

In the window that opens, select the data file that we saved from the 1C Salary and Personnel Management program and click “Download data” (Figure 5).

To be honest, I have been thinking for a long time about how to start considering the new version of 1C ZUP 3.0, and I am very grateful for this question. The final release, ready for accounting, of the 1C Salary and Personnel Management program version 3.0 was released in September 2013. This edition is intended to replace the 2.5 edition program, which is still supported by 1C. However, the developers warn that in 2015-2016 support for version 2.5 may be discontinued. In this regard, I will gradually begin to consider the new edition and will start with the topic suggested by the blog reader ().

This article will cover two topics:

Setting up and exchanging data between ZUP and ACC version 3.0;
New document format in 1C ZUP 3.0.

What is the essence of the changes in the exchange between salaries and accounting in version 3.0

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In version 2.5, data exchange usually consisted of uploading a document “Reflection of wages in regulated accounting”, in which monthly entries were generated based on the results of accrued wages, calculated personal income tax and contributions. And this document was uploaded to 1C Accounting 2.0. It was also possible to upload payment documents. The upload was done via an XML file. More information about the exchange of documents between the programs 1C ZUP 2.5 and 1C BUKH 2.0 can be read in the article.

The essence of the exchange between these programs in edition 3.0 has changed. Now there is no need to take steps to upload and download documents every time when required. It is enough to set up data synchronization between these programs once and set the exchange schedule (for example, once a day or once a week) or start synchronization when required. The main document for exchange remains “Reflection of wages in regulated accounting”, but the document itself has undergone significant changes.

How the document “Reflection of salaries in regulated accounting” has changed in 1C ZUP 3.0

Since the main document for exchange between accounting and payroll is the document “Reflection of wages in regulated accounting”, then it would be wrong not to mention the changes that it underwent in 1C ZUP 3.0 compared to edition 2.5. And these changes are quite significant and in some ways even controversial, but this is what the 1C developers decided and we can’t do anything about it.

Previously, in version 2.5, this document generated transactions based on the results of the salary calculated in the specified month, as well as based on the results of the calculated personal income tax and insurance contributions. To tell the truth, there were actually no postings, i.e. the document did not generate movements in specialized accounting registers as is done in 1C Accounting, but a complete resemblance of this process was created. And most importantly, the user of the program could directly influence how these transactions are formed and customize this process. You can read more about how this is done in 1C Salary and Enterprise Management version 2.5 in the article. Then the document was uploaded to 1C Accounting and the same postings that we saw in the “salary” were created.

It seems to me that this scheme created an interesting situation. The payroll processor, who, according to the meaning of his work, should not have gotten involved in the formation of postings, did exactly this, since only in Zup it was possible to configure the automatic generation of salary postings. And the accountant working in 1C Accounting could only wait for the finished document, check it and point out to the salaryman his mistakes, although in essence this is the work of an accountant. These are just my guesses and assumptions why the 1C developers decided to abandon this scheme of program operation and perhaps the reasons are completely different.

For me, this is very convenient. You can see the calculation of insurance premiums on the “Contributions” tab of the “Payroll” document.

Next, you need to generate postings based on the accrual results. In 1C ZUP 3.0, for this, just like in 2.5, the document is used “Reflection of wages in regulated accounting.” You can find it on the “Salary” tab of the main menu of the program. Let's create a new document, set January 2014 and generate transactions. It’s worth noting right away that we won’t see the usual postings as in edition 2.5. This is the first important difference.

Please note that the fields "Method of reflection" were not filled. This is fair since I didn't make any adjustments.

First, you can set the method of reflection for the entire organization. To do this, open information about the organization (this can be done through the main menu item “Enterprise”) and on the tab "Accounting policies and other settings" select item "Accounting and payroll." Fill in the field in the window that opens "Method of reflection". This field is filled in from the reflection methods reference book.

And now it’s worth paying attention to the element of the reference book “Methods of reflecting salaries”. It has only one field “name”. And this is the second important difference of the new edition of the program.

What is the point of this directory, if its elements can only have a name, it is still quite difficult to understand, but soon everything will become clear.

So, I set up a way to report salaries and taxes for the entire organization. You can also set it separately for the department, type of calculation, and so on, as it was in edition 2.5 (read more). Now let’s go back to the document “Reflection of salaries in regulated accounting” and refill it.

The “reflection method” field in the tabular section will be filled in.

Setting up synchronization / exchange between ZUP 3.0 and BUKH 3.0

✅ Seminar “Lifehacks for 1C ZUP 3.1”
Analysis of 15 life hacks for accounting in 1C ZUP 3.1:

✅ CHECKLIST for checking payroll calculations in 1C ZUP 3.1
VIDEO - monthly self-check of accounting:

✅ Payroll calculation in 1C ZUP 3.1
Step-by-step instructions for beginners:

Now we need to set up synchronization / exchange between ZUP and ACCOUNTING so that the document we created appears in the accounting department.

Setting up 1C ZUP 3.0

In 1C ZUP 3.0, to configure, you need to go to the “Administration” section of the main menu and find the item "Data synchronization settings." You need to check the box "Data Synchronization" and fill in the field "Prefix of this infobase"(I wrote “ZU” for salary).

In the first window, you must select “Step 1. Set up new data synchronization.” By the way, in this window it is written which documents will be synchronized:

Salary statements;
Deposited salary;
Receipt and repayment of loans by employees;
Reflection of wages in regulated accounting.

Click Next. In the next window, you must select the option to connect to another program (1C Accounting). Since both databases are on the same computer, we select “Direct connection to the program on this computer or local network” and just below select the switch “On this computer or on a computer on the local network”. You should also specify the directory of the infobase with which synchronization is carried out (1C Accounting). If you do not know exactly where the infobase files are physically located, then launch the 1C shortcut and in the list of your databases, point to the line with the desired database and the path to the database will be displayed at the bottom of the window.

This is the path that must be specified in the field "Information database directory".

If you need to enter a username and/or password to log into the database with which synchronization is being configured, then enter the data in the appropriate fields. This step will finally look like this:

Please note that this window contains a button "Check connection" to make sure the settings are correct.

Click “Next”. The program will begin connecting to another base and setting up synchronization. As a result, a window will open in which you can change a number of upload rules by clicking on the button “Change data upload rules.” In these settings, you can specify for which organization this particular synchronization will work.

Setting up in 1C BUKH 3.0

✅ Seminar “Lifehacks for 1C ZUP 3.1”
Analysis of 15 life hacks for accounting in 1C ZUP 3.1:

✅ CHECKLIST for checking payroll calculations in 1C ZUP 3.1
VIDEO - monthly self-check of accounting:

✅ Payroll calculation in 1C ZUP 3.1
Step-by-step instructions for beginners:

To correct this error, you need to run the 1C Enterprise Accounting database, edition 3.0. There is no need to close 1C ZUP!! Our task is to enable the data synchronization service. To do this, to do this, open the program section "Administration" and in the group of links “Program settings” click on “Data synchronization settings”. As a result, a window will open in which you need to check the box next to the “Data synchronization” line. If you couldn’t find this setting then before the latest release or read below.

In previous versions of Accounting 3.0, this setting was in a slightly different form and located in a different location. Open the program section "Administration" and in the “Settings” link group, click on the “Program Settings” item.

In the window that opens, go to the bookmark "Data Synchronization" and check the box "Use data synchronization", and also specify a two-character infobase prefix. For 1C Accounting, I set the prefix “BU”.

Now it is necessary